Victoria Hockenbury is a financial advisor at Leverage Planners Wealth Management, LLC with one year of industry experience. She previously worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at Whole Foods Flagstaff and Benson City Grille. In addition to her advisory work, she serves as a weekend site sitter managing model homes for Trailside Homes. Leverage Planners Wealth Management, LLC serves primarily non-high-net-worth individual clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a documented investment process with quarterly account reviews and integrates fee-based annuity products, while providing educational seminars and newsletters.

Amy Mutal is the managing partner at Prevail Wealth Management in Kirkland, WA, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has led Prevail Wealth Management since 2012. Prevail Wealth Management provides personalized financial planning and advisory services to individuals, families, trusts, foundations, non-profits, and business entities. The firm operates as a fee-only fiduciary, managing approximately $260.8 million in assets for roughly 264 clients, using diversified, tax-aware portfolios primarily composed of ETFs, index, and mutual funds.

Timothy Khin is a CFP® with 33 years of industry experience currently serving at Westlake Wealth Management LLC. Prior to joining Westlake in 2026, he worked at Ameriprise Financial Services, Inc. for 33 years. In addition to his financial advisory role, he holds a real estate license and is an agent with Preview Properties. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a combination of modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading strategies. The firm incorporates options and other derivatives in client accounts and offers tailored investment advice.

Betty Hedrick is a CFP® with 34 years of experience in the financial industry. She has been with The Hedrick Co. since 1986 and currently works at The Capeloto & Hedrick Co in Seattle, WA. Hedrick volunteers as a team leader for WIFE.org, where she teaches the financial section of a monthly workshop on divorce. The Capeloto & Hedrick Co serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm uses a combination of strategic and tactical allocation methods based on an Investor Risk Profile and employs fundamental, macroeconomic, quantitative, and technical analysis, with portfolio management typically conducted on a passive, discretionary basis.

Carlos Obando is a financial advisor with Mercer Island Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mercer Island Capital Management since 2014. Outside of advisory work, Obando is an adjunct professor at Seattle University and serves as CEO of an education technology company, 34PI.COM Corporation. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs asset allocation, Modern Portfolio Theory, and both fundamental and quantitative stock-selection methods, supplementing strategies with outside money managers and using derivatives and margin in certain client accounts.

Stephen Kriha is a financial advisor at Tenere Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tenere LLC since 2015 and previously at Trutina Financial from 2012 to 2021. Tenere Financial provides discretionary investment management and fee-only financial planning to individuals, business entities, trusts, estates, foundations, and charitable organizations. The firm manages approximately $70 million in assets and employs a committee-driven investment process that combines qualitative and quantitative research across a range of investment vehicles.

Robert Davidson Jr. is a financial advisor at FinSym Partners, LLC with 15 years of industry experience. He holds the Series 63 designation and has been with the firm since 2009. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plans. The firm employs a research-driven, predominantly passive investment approach with systematic tilts and fundamental analysis, offering comprehensive financial planning and discretionary portfolio management.

Bryan Rogowski is the sole advisor at Rogowski Wealth Management LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 13 years of industry experience. Prior government retirement-policy analysis experience is noted in the firm's leadership background. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, using a fee-only model focused on portfolio management with complementary planning advice. The firm employs an evidence-based, globally diversified approach that emphasizes low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency, with portfolios customized to client liquidity needs and risk tolerance.

Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.

Scott Brueske is a CFP® with over 42 years of experience in the financial advisory industry. He is currently with B3 Wealth Strategies, where he has worked since 2019, and previously held roles at LPL Financial and Waddell & Reed, among others. He also provides limited services through Brueske Advisory Services, an independent investment advisory firm. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm employs a customized asset-allocation approach with ongoing monitoring and uses LPL Financial’s platform for custody and execution.

Amy Goan is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Prism Financial Planning, LLC since 2013. She holds the Series 63 designation and is based in Issaquah, Washington. Prior to founding Prism, her background includes institutional portfolio management. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics such as retirement, college savings, estate planning, tax efficiency, insurance, and long-term care. The firm focuses on client needs and risk tolerance to recommend asset allocations, typically advising no-load mutual funds and index-based ETFs, without offering portfolio management or discretionary authority.

James Furrow is a CFP® with 39 years of industry experience, currently serving at Senior Financial Advisors, Inc. in Bellevue, WA. His career includes long-standing roles at Senior Financial Advisors, Inc. and Cetera Wealth Services, LLC. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, focusing on detailed, non-discretionary recommendations and primarily billing on an hourly basis.

Feifei Li is a financial advisor at Kavout Algo Financial LLC with a Series 65 designation and one year of industry experience. She previously worked at Research Affiliates LLC for 17 years and remains a passive shareholder there. Kavout Algo Financial provides continuous, primarily non-discretionary asset management services to individual and high-net-worth clients, combining quantitative and traditional investment methods with a value-oriented approach.

Ryan Halleran is a financial advisor at GenSphere Private Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, and Wells Fargo Advisors. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management, administrative services for private and alternative investments, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs fundamental and momentum analysis across various asset classes and utilizes option-writing strategies and derivatives in its investment approach.

Lesa Sroufe is a CFA® charterholder with 22 years of industry experience. She is the principal of Lesa Sroufe & Company, Inc., a Seattle-based firm she has led since 2004. Lesa holds a Series 63 license and manages a small team of three advisors. Lesa Sroufe & Company, Inc. provides portfolio management and investment research to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. The firm employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks and may hold up to 50% cash at management discretion. It also acts as a sub-adviser and wrap program sponsor, offering trading, accounting, and performance reporting services in addition to direct portfolio management.

Dipit Gupta is a financial advisor at Finomenon Investments LLC in Kirkland, WA, holding a Series 65 designation. He began his advisory career in 2025 after completing his education at the University of California at Berkeley. Finomenon Investments LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm offers tailored portfolios combining passive and active strategies, with a focus on asset allocation, risk tolerance, and tax considerations, and also delivers educational seminars and speaking engagements alongside personalized advisory services.

Louise Alexander is a CFP®-certified financial advisor at Gates Pass Advisors, LLC with one year of industry experience. Prior to joining Gates Pass Advisors, she held roles at Merrill, Newground Social Investment, and O'Meara Financial Group. Outside of finance, she is involved in property management and serves as a co-trustee in a fiduciary capacity for family trusts. Gates Pass Advisors offers comprehensive financial planning and wealth management primarily for individual and high-net-worth clients, managing approximately $207 million in discretionary assets. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, using a turn-key platform with third-party independent managers to implement client portfolios.

Spencer Brueske is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at B3 Wealth Strategies since 2019. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Brueske Advisory Services, and Waddell & Reed, Inc. He temporarily provides limited services through Brueske Advisory Services to facilitate asset transitions to LPL Financial. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, estates, and other business entities. The firm focuses on customized asset-allocation strategies with ongoing monitoring and rebalancing, utilizing LPL Financial’s Strategic Wealth Management platform for execution and custody.

Daniel Ervin is a financial advisor at Ervin Investment Management with seven years of industry experience. He holds a Series 65 designation and has worked at Ervin Investment Management since 2019, alongside roles at Reis Investment Management and as an Instructional Specialist for Highline Public Schools. Outside of advising, he serves as a successor trustee of a family trust. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach combining individual equity selection with low-cost index ETFs, managing approximately $270 million across diverse client types including institutional entities.

Joseph Turley is a CFP® and CFA® with 22 years of industry experience. He has been with Breakwater Investment Management since 2009 and has held a role at IDS Life Insurance Company since 2003. Turley occasionally provides telephone consultations as an outside consultant and subject matter expert. Breakwater Investment Management oversees approximately $250.8 million in discretionary assets, serving individuals, high-net-worth clients, qualified retirement plans, trusts, businesses, and non-profit organizations. The firm employs model portfolios that emphasize low-cost, primarily passive ETFs, with global diversification and discretionary management tailored to client-specific needs.